Madison Park Capital Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,536
| Closed | -$314K | – | 62 |
|
|
2025
Q1 | $314K | Sell |
7,536
-211
| -3% | -$8.81K | 0.28% | 46 |
|
|
2024
Q4 | $340K | Buy |
7,747
+323
| +4% | +$14.2K | 0.27% | 46 |
|
|
2024
Q3 | $295K | Buy |
7,424
+3
| +0% | +$119 | 0.22% | 53 |
|
|
2024
Q2 | $295K | Buy |
7,421
+5
| +0.1% | +$199 | 0.25% | 51 |
|
|
2024
Q1 | $281K | Buy |
7,416
+3
| +0% | +$114 | 0.25% | 49 |
|
|
2023
Q4 | $250K | Buy |
+7,413
| New | +$250K | 0.24% | 50 |
|